Relationship Banker - New Berlin - New Berlin, WI
Company: JPMorgan Chase Bank, N.A.
Location: New Berlin
Posted on: May 16, 2022
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Job Description:
Do you have a passion for helping customers, building
relationships, and delivering extraordinary customer service? We're
looking for energetic, enthusiastic people to be the face of Chase
to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to
take ownership of your career development through a variety of
cross-training opportunities.
As a Relationship Banker in our Branch Banking team, you'll take a
lead role in delivering an outstanding experience to Chase
customers. You'll acquire, manage, retain meaningful relationships
with our customers, using your financial knowledge to offer
thoughtful solutions to help address their financial needs. You'll
contribute to the success of the branch by:
Managing assigned customers and proactively meeting with them - in
person and over the phone - to build lasting relationships,
discover financial needs, and tailor product and service
recommendations
Making lives of customers easier by sharing and setting up
self-service options to access their accounts 24 hours a day/7 days
a week
Partnering with Specialists (Financial Advisors, Mortgage Bankers,
and Business Relationship Managers) to connect customers to experts
who can help them with specialized financial needs
Adhering to policies, procedures, and regulatory banking
requirements
Requirements
Deliver exceptional customer experience by acting with a
customer-first attitude
Demonstrate ability to make personal connections, engage and
educate customers, ask open-ended questions and listen to establish
trust and build lasting relationships
Exude confidence with clients when sharing product knowledge and
solutions
Excellent communication skills - in person and over the phone -
with proven ability to tailor features and benefits of
products/services to customers with differing needs
Strong desire and ability to influence, educate, and connect
customers to technology
Possess drive, initiative, and knowledge to provide financial
options for customers using a consultative approach
Ability to learn products, services, and procedures quickly and
accurately; deliver solutions that make our One Chase products work
together
Operate within established risk parameters/tolerances and meets
internal/external risk and compliance obligations, including
completion of required training
Professional, thorough, and organized with strong follow-up
skills
Engage and partner with team members and other lines of business to
offer most appropriate products
Qualifications
At least one year experience in:
Retail banking sales, or
Financial services sales, or
Consultative relationship sales role in a related industry, with
proven success in establishing new clients, deepening customer
relationships and delivering results
College degree or military equivalent strongly preferred; High
school degree, GED or foreign equivalent required
Beginning October 1, 2018, the Securities Industry Essential (SIE)
exam, FINRA Series 6/7, state registration (including 63 or 66 if
required), and Life licenses are required. All unlicensed
applicants must obtain their licenses within 180 days of hire
Ability to work branch hours, including weekends and some
evenings
Compliance with Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act
qualification requirements for Loan Originators. As such, an
employment offer for this position is contingent on JPMC's review
of your criminal conviction history, credit report, information
available through NMLS, and any other information relevant to a
determination by JPMC that you demonstrate financial
responsibility, good character, and general fitness for the
position. Note that any felony conviction within the last seven
years will disqualify you from consideration for this position.
Your continued employment in this position would be contingent upon
compliance with Truth in Lending Act/Dodd Frank Loan Originator
requirements.
In addition, this position requires National Mortgage Licensing
System and Registry (NMLS) registration under the SAFE Act of 2008.
As such, upon active employment with JPMorgan Chase, you will be
required to either register on NMLS, or to update your existing
registration as necessary to grant access to and reflect your
employment with JPMorgan Chase. Your continued employment in this
position with JPMorgan Chase is contingent upon compliance with the
SAFE Act, including successful registration immediately after your
start date, and timely completion of annual renewal and required
updates thereafter.
Any information obtained during the registration, update, and
renewal processes or through NMLS notifications may impact your
employment with the firm. Any of the completed information you
provide during the Chase on-line application process may be
transferred, on your behalf, to NMLS by JPMorgan Chase. Please
carefully review the information you provide to Chase for accuracy
and consistency and with any current NMLS record, if applicable,
before submitting. Further information about NMLS and registration
requirements of registration can be found at:
http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
Chase is a leading financial services firm, helping nearly half of
America's households and small businesses achieve their financial
goals through a broad range of financial products. Our mission is
to create engaged, lifelong relationships and put our customers at
the heart of everything we do. We also help small businesses,
nonprofits and cities grow, delivering solutions to solve all their
financial needs.
We recognize that our people are our strength and the diverse
talents they bring to our global workforce are directly linked to
our success. We are an equal opportunity employer and place a high
value on diversity and inclusion at our company. We do not
discriminate on the basis of any protected attribute, including
race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status,
pregnancy or disability, or any other basis protected under
applicable law. In accordance with applicable law, we make
reasonable accommodations for applicants' and employees' religious
practices and beliefs, as well as any mental health or physical
disability needs.
The health and safety of our colleagues, candidates, clients and
communities has been a top priority in light of the COVID-19
pandemic. JPMorgan Chase was awarded the "WELL Health-Safety
Rating" for all of our 6,200 locations globally based on our
operational policies, maintenance protocols, stakeholder engagement
and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have
implemented various COVID-related health and safety requirements
for our workforce. Employees are expected to follow the Firm's
current COVID-19 or other infectious disease health and safety
requirements, including local requirements. Requirements include
sharing information including your vaccine card in the firm's
vaccine record tool, and may include mask wearing. Requirements may
change in the future with the evolving public health landscape.
JPMorgan Chase will consider accommodation requests as required by
applicable law.
Equal Opportunity Employer/Disability/Veterans
Keywords: JPMorgan Chase Bank, N.A., Milwaukee , Relationship Banker - New Berlin - New Berlin, WI, Other , New Berlin, Wisconsin
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